Stock Markets February 17, 2026

Market Movers: Chips, Industrials and Small Caps See Heavy Action on Tuesday

Mega-caps slip amid mixed earnings signals while dozens of mid- and small-cap names post large swings

By Leila Farooq AMD ORCL TSLA MU
Market Movers: Chips, Industrials and Small Caps See Heavy Action on Tuesday
AMD ORCL TSLA MU

Stocks across market-cap bands swung on Tuesday with several large-cap technology and semiconductor names sliding, while industrial and small-cap shares produced some of the day's largest percentage moves. Company-specific earnings and revenue updates drove notable declines in a number of mid- and large-cap issues, even as a subset of mid- and small-cap companies posted double-digit gains.

Key Points

  • Mega-cap technology and semiconductor names recorded meaningful declines while General Electric was among the few large-cap gainers.
  • Earnings and revenue headlines contributed to significant sell-offs in several large- and mid-cap names, while select mid- and small-cap companies posted double-digit gains.
  • The most extreme percentage moves on the day came from mid- and small-cap issues driven by company-specific news such as earnings beats, trial results, mergers and share-repurchase activity.

U.S. equity markets displayed a mixed pattern of performance on Tuesday, with prominent technology and semiconductor names among the larger decliners and a range of mid- and small-cap stocks recording outsized moves in both directions. Company updates, including quarterly results and revenue comparisons, featured repeatedly as the proximate catalysts for price action across sectors.


Mega-cap movers (Market Cap: $200 billion USD or higher)

  • Advanced Micro Devices (AMD) -4.99%
  • Oracle Corp (ORCL) -4.07%
  • Tesla Motors (TSLA) -3.83%
  • Micron Tech (MU) -2.92%
  • Google Inc (GOOGL) -2.68%
  • Caterpillar (CAT) -2.38%
  • Intel Corp (INTC) -1.9%
  • General Electric (GE) +2.39%

The largest-cap segment of the market saw several chipmakers and software firms retreat, with AMD and Oracle among the heaviest percentage decliners in this group. Industrial heavyweight General Electric bucked the broader mega-cap weakness and finished the session higher.


Large-cap stock movers (Market Cap: $10-$200 billion USD)

  • Genuine Parts Co (GPC); Genuine Parts shares tumble over 7% as Q4 earnings miss expectations -12.25%
  • Tempur-Pedic International Inc (SGI); Somnigroup International Q4 earnings in-line, revenue misses estimates -9.29%
  • Hecla Mining Comp (HL) -8.76%
  • Astera Labs (ALAB) -8.25%
  • Coeur dAlene Mines Corp (CDE) -7.89%
  • Laboratory Corp Of Amer (LH); Labcorp beats Q4 earnings estimates, revenue falls short -7.74%
  • Alcoa (AA) -7.44%
  • Vulcan Matrls (VMC); Vulcan Materials misses Q4 estimates as shares tumble 7% -7.18%
  • Amark Preci (GOLD) -7.58%
  • Viacom Cl B (PSKY) +6.25%

Within large caps, several companies that released quarterly reports experienced sizable share-price declines when results missed expectations or when revenue comparisons disappointed. Viacom Class B was among the notable winners in this bracket.


Mid-cap stock movers (Market Cap: $2-$10 billion USD)

  • IPG Photonics Corp. (IPGP) -18.68%
  • Hertz Global Holdings (HRI); Herc Holdings beats earnings estimates, misses on revenue -9.86%
  • Franklin Electric (FELE); Franklin Electric shares tumble on revenue miss, weak guidance -11.17%
  • eToro Group Ltd (ETOR); eToro shares soar nearly 10% as Q4 earnings top estimates +13.49%
  • Knife River (KNF); Knife River beats on fourth quarter earnings, shares edge higher +12.62%
  • Lufax Holding Ltd (LU) +16.78%
  • Itron Inc. (ITRI) +15.44%
  • ZIM Integrated Shipping Services (ZIM) +30.36%
  • Masimo Corp (MASI) +34.08%
  • Apollo Strategic Growth (GBTG); Amex GBT doubles share repurchase program to $600 million +6.94%

Mid-cap stocks produced some of the most extreme percentage moves of the day, with several names posting double-digit gains and losses. A mix of earnings beats, buyback program announcements and other company-specific news underpinned the larger swings.


Small-cap stock movers (Market Cap: $300 million - $2 billion USD)

  • Rich Sparkle Holdings (ANPA) -33.95%
  • JFB Construction Holdings (JFB); JFB Construction to merge with XTEND in $1.5 billion defense tech deal -29.83%
  • Ocular Therapeutix Inc (OCUL); Ocular Therapeutix’s wet AMD treatment shows superiority over aflibercept -22.97%
  • Orion Engineered Carbons SARL (OEC); Orion Engineered Carbons reports wider Q4 loss despite revenue beat -19.41%
  • Gemini Space Station Ltd (GEMI) -13.62%
  • Hexindai (AHG) -13.19%
  • NeoGenomics Inc (NEO); NeoGenomics shares fall over 5% despite earnings beat -9.05%
  • Cybin (HELP) +12.32%
  • pSivida Corp (EYPT) +18.97%
  • Compass Pathways Plc (CMPS); Compass Pathways reports positive phase 3 results for depression drug +37.52%

Small-cap issues recorded the widest intraday extremes, from steep declines to very large percentage advances. Several of these moves were tied to corporate developments ranging from mergers to clinical-trial outcomes and quarterly results.


Investors should note that the day's activity was dominated by company-specific announcements and quarterly disclosures that produced divergent outcomes across market-cap segments. The lists above capture notable individual share-price moves on Tuesday but do not represent an exhaustive catalog of all market action for the session.

Risks

  • Earnings misses and revenue shortfalls have translated into sharp share-price declines for affected companies - this primarily impacts the large-cap and mid-cap sectors that reported quarterly results.
  • Volatility in mid- and small-cap stocks, including extreme one-day percentage moves, creates heightened risk for investors in these market segments.
  • Company-specific developments such as clinical-trial outcomes, merger announcements and repurchase program changes can rapidly alter valuations for individual issuers across healthcare, industrials and technology sectors.

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